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FUFRX vs FUGIX
FUFRX vs FUGIX Comparison
Open Charts FUFRX vs FUGIX
Fidelity Advisor Utilities I
Price$45.93
Change-$0.55 (-1.18%)
VolumeN/A
Net Assets1.2B
FUFRX vs FUGIX Comparison Chart
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FUFRX vs. FUGIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FUFRX is a Buy and FUGIX is a Buy.
FUNDAMENTALS
Fundamentals
FUFRX has more cash in the bank: 6.76B vs. FUGIX (1.21B). FUFRX pays higher dividends than FUGIX: FUFRX (2.49) vs FUGIX (2.00). FUFRX was incepted earlier than FUGIX: FUFRX (12 years) vs FUGIX (29 years). FUGIX (0.72) is less costly to investors than FUFRX (0.52). FUGIX is a more actively managed with annual turnover of: 84.00 vs. FUFRX (6.80). FUGIX has a lower initial minimum investment than FUFRX: FUGIX (0) vs FUFRX (1000000). FUFRX annual gain was more profitable for investors over the last year : 14.71 vs. FUGIX (12.73). FUGIX return over 5 years is better than : 74.06 vs. FUFRX (37.69).
| FUFRX | FUGIX | FUFRX / FUGIX | |
| Total Expense Ratio | 0.50 | 0.72 | 69% |
| Annual Report Gross Expense Ratio | 0.52 | 0.72 | 72% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 6.709 | 3.951 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 1.21B | 561% |
| Annual Yield % from dividends | 2.49 | 2.00 | 125% |
| Returns for 1 year | 14.71 | 12.73 | 116% |
| Returns for 3 years | 14.01 | 26.52 | 53% |
| Returns for 5 years | 37.69 | 74.06 | 51% |
| Returns for 10 years | 61.19 | 94.24 | 65% |